JWCA
BTC

J.W. Cole Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

J.W. Cole Advisors’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,742
Closed -$241K – 1521
2025
Q4 		$241K Buy
6,742
+1,927
+40% +$85.4K 0.01% 1211
2025
Q3 		$244K Buy
+4,815
New +$244K ﹤0.01% 1340

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's BTC Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 6,742 shares — an estimated $241K sold.

J.W. Cole Advisors first reported a position in BTC in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,742 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $241K.
  • J.W. Cole Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $244K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.